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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,913 | $71,873-38.9% | $86,698-49.3% | $68,490-35.9% |
| Participation rate | 10.5% | 72.2%-61.7pp | 76.6%-66.1pp | 67.9%-57.4pp |
| Annual return | -17.87% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,386 | $3,779-63.3% | $4,656-70.2% | $4,028-65.6% |
| Admin fee / account holder | $732 | $6,110-88.0% | $7,492-90.2% | $5,403-86.5% |